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SBI Securities’s Wells Fargo WFC Stock Holding History

SBI Securities’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.41M Sell
29,173
-1,116
-4% -$89.7K 0.05% 175
2026
Q1 		$2.41M Sell
30,289
-6,192
-17% -$532K 0.07% 156
2025
Q4 		$3.4M Buy
36,481
+494
+1% +$42.9K 0.09% 135
2025
Q3 		$3.02M Sell
35,987
-572
-2% -$46.4K 0.08% 148
2025
Q2 		$2.93M Sell
36,559
-1,596
-4% -$115K 0.08% 136
2025
Q1 		$2.74M Sell
38,155
-44
-0.1% -$3.3K 0.09% 132
2024
Q4 		$2.68M Buy
+38,199
New +$2.61M 0.08% 136

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

SBI Securities's WFC Position: Q2 2026 in Review

SBI Securities reduced its Wells Fargo (WFC) stake by 3.7% in Q2 2026, selling an estimated $89.7K and leaving 29,173 shares worth $2.41M. The position accounts for 0.05% of the portfolio, ranked #175.

SBI Securities first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.4M in Q4 2025. 988 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SBI Securities held 29,173 shares of Wells Fargo worth $2.41M as of Q2 2026.
  • SBI Securities sold 1,116 Wells Fargo shares in Q2 2026, an estimated $89.7K.
  • Wells Fargo made up 0.05% of SBI Securities's portfolio in Q2 2026, its #175 holding.
  • SBI Securities first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Wells Fargo position peaked at $3.4M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.